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ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Adrian Gilani
  • Karl Bokvist
CCC-SE CAVOTEC SA

Steady grind bearing fruit

Positive margin, sales and cash flow trend continues. '24e-'25e EBIT up 11-4%; 53% CAGR '23-'26e. 12-5x EBIT '24e-'26e, 3-10% FCF yields.

02/26/24 February 26, 2024 1 EN
ABGSC Capital Goods Research ... (+4)
  • ABGSC Capital Goods Research
  • Henric Hintze
  • Karl Bokvist
  • Lara Mohtadi
02/23/24 February 23, 2024 1 EN
ABGSC Capital Goods Research ... (+4)
  • ABGSC Capital Goods Research
  • Henric Hintze
  • Karl Bokvist
  • Lara Mohtadi
CCC-SE CAVOTEC SA

Margin progression set to continue

Q4 report 23 Feb, 6.0-9.1% margins '24e-'25e, '24e-'25e EBIT down 36-19%, 12-7x EBIT '24e-'25e, 4-7% FCF yields

01/23/24 January 23, 2024 1 EN
ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Adrian Gilani
  • Karl Bokvist
CCC-SE CAVOTEC SA

Backlog clean-up drives higher margins

Better margins and FCF, lower sales and orders, '23e/'24e/'25e EBIT down 4/6/2%; 4.1-9.1% margins '23e-'24e, 19-7x EBIT '23e-'24e, 16% org. sales CAGR '22-'25e.

11/12/23 November 12, 2023 1 EN
ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Adrian Gilani
  • Karl Bokvist
11/10/23 November 10, 2023 1 EN
ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Adrian Gilani
  • Karl Bokvist
CCC-SE CAVOTEC SA

The positive margin ramp-up continues

Good sales and margins, lower orders and FCF. EBIT ests largely unchanged '23e-'25e. 19-7x EBIT '23e-'24e, 4-9% margins, 17% org. sales CAGR '22-'25e

07/28/23 July 28, 2023 1 EN
ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Adrian Gilani
  • Karl Bokvist
07/28/23 July 28, 2023 1 EN
ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Adrian Gilani
  • Karl Bokvist
CCC-SE CAVOTEC SA

Losses should now be behind us

Slight profitability reached and strong sales, EBIT up 32-1% '23e-'25e, 19-7x EV/EBIT '23e-'24e.

04/28/23 April 28, 2023 1 EN
ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Adrian Gilani
  • Karl Bokvist
04/27/23 April 27, 2023 1 EN
ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Adrian Gilani
  • Karl Bokvist
CCC-SE CAVOTEC SA

Profitability set to kick in from H2'23

Q1 report Thursday, 27 April, 07:00 CET. '23e EBIT -2%, '24e EBIT up 1%. 26-7x EBIT '23e-'24e, 18% org. sales CAGR in '22-'25e.

04/24/23 April 24, 2023 1 EN
ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Adrian Gilani
  • Karl Bokvist
CCC-SE CAVOTEC SA

The road towards profitability continues

Cost headwinds persist, share issue strengthens cash position. 3.3-9.2% EBIT margins vs. 6.3-10.4% previously in 2023e-2024e.

03/01/23 March 1, 2023 1 EN
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